See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,487 | $105,181+9.8% | $159,436-27.6% | $85,850+34.5% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.8%-12.6pp | 69.3%+0.9pp |
| Annual return | 16.26% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,235 | $3,318+27.6% | $4,829-12.3% | $2,565+65.1% |
| Participant deferral / active EE | $7,472 | $5,945+25.7% | $7,352+1.6% | $3,952+89.1% |
| Admin fee / account holder | $989 | $6,933-85.7% | $10,799-90.8% | $6,260-84.2% |